UBIQUITY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
311168
Registered since
October 28, 2020

Firm profile

FINTRX

Overview

Ubiquity Management, LLC is a limited liability company that registered with the SEC in 2020 and is organized as a domestic entity. The firm’s public profile lists a range of industry roles and affiliations rather than a single, narrow business line: reported associations include broker-dealer activity, other investment adviser activity, commodity pool operator/commodity trading adviser roles (CPO/CTA), trust company functions, accounting and insurance company ties, pension consulting, and acting as sponsor, general partner or managing member of pooled investment vehicles. The dataset classifies the firm as “Unclassified.” Ubiquity is not flagged as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
4622 Pennsylvania Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth